Elder & Estate

DIY Asset Protection Bundle

The full asset protection toolkit. $149 — one time.

Seven attorney-drafted templates that cover the structures most people actually use — LLC, DAPT, MAPT, succession, and the checklists that keep them defensible. The same scope a firm bills $5,000 — $50,000 to set up.

$149$373if purchased separately
Buy the Bundle — $149See What’s Inside

Bundle price

$149

Comparable firm setup

$5,000+

You save

~97%

What’s inside

Seven templates and checklists. Editable .docx and filled PDF for each. Lifetime access to updates.

1

LLC Operating Agreement

Sold individually: $49

Multi-member operating agreement with capital, distribution, voting, transfer, and dissolution provisions drafted to survive piercing claims.

2

Single-Member LLC Operating Agreement

Sold individually: $39

Critical even when state law doesn't require one. Without it, courts treat single-member LLCs as alter-ego shells.

3

Asset Protection Trust Template

Sold individually: $79

Irrevocable trust with spendthrift clause, distribution standards, and trustee removal mechanics. Pairs with the DAPT template for full coverage.

4

Domestic Asset Protection Trust (DAPT)

Sold individually: $99

Self-settled DAPT for the 19 DAPT-friendly states with state-specific addenda for Nevada, Delaware, South Dakota, and Wyoming.

5

Fraudulent Transfer Checklist

Sold individually: $29

The single biggest mistake people make. This checklist keeps your funding decisions on the right side of UVTA / UFTA.

6

Homestead Exemption Guide

Sold individually: $29

State-by-state homestead exemption amounts and rules — from Florida's unlimited exemption to states with no homestead protection at all.

7

Business Succession Planning Worksheet

Sold individually: $49

Buy-sell triggers, valuation methods, and funding mechanisms for a closely held business. Required reading if your business is your biggest asset.

What you don’t pay for — because you shouldn’t have to

  • Annual retainer fees that buy nothing.
  • Hourly billing for 10-minute phone calls about logo placement.
  • Re-explaining your situation every time the firm rotates associates.
  • Markup on filing fees the state charges $100 for.
  • “Maintenance plans” that re-skin a template each year.

Need an attorney to look it over?

Add a flat-fee attorney review. We connect you with a vetted attorney licensed in your state. No retainer. No hourly clock.

  • 30-min consult — $149
  • Document review — $249 flat
  • Custom drafting — quoted up front
Book a Discovery Call

Just want the templates?

Buy the bundle. Download instantly. Customize at your own pace. You can always add attorney help later.

  • Instant download after checkout
  • State-specific instructions included
  • Lifetime updates — re-download anytime
Buy the Bundle — $149

$149. One time. Done.

No retainer. No upsell. The bundle includes everything most people need to put real asset protection in place this week.

Buy the Bundle

We are not a law firm. Templates are educational and require customization to your situation. Attorney review available.